Back to filter
Original filing (PDF)20250708115450NAL0006907520002
HAWAII INSULATORS VACATION TRUST
Form 5500
FILING_RECEIVED
HAWAII INSULATORS VACATION PLAN
Health & welfare plan
Signals · 2
~828 bps in Sched C feesNo recordkeeper disclosed
Active participants
102
Accounts w/ balance
—
Plan assets (EOY)
$505K
Net assets (EOY)
$167K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 828 bps in Schedule C fees — 424% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAII INSULATORS VACATION TRUST.
Plan sponsor
Name
HAWAII INSULATORS VACATION TRUST
EIN
99-0167566
Address
1440 KAPIOLANI BLVD., STE 800 · HONOLULU, HI · 96814
Phone
—
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-08
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
SINGERLEWAK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC ADMINISTRATORS, INC. | 99-0351671 | HONOLULU, HI | NONE | $27K | — |
| SINGERLEWAK, LLP | 95-2302617 | HONOLULU, HI | NONE | $15K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using PACIFIC ADMINISTRATORS, INC.
BOARD OF TRUSTEES OF THE HOTEL INDUSTRY-ILWU PENSION PLAN
HOTEL INDUSTRY-ILWU PENSION PLAN
$319.0M · 6,605 participants
HAWAII LABORERS' ANNUITY FUND
HAWAII LABORERS' ANNUITY FUND
$302.4M · 3,391 participants
HAWAII LABORERS' HEALTH & WELFARE FUND
HAWAII LABORERS' HEALTH & WELFARE FUND
$137.9M · 2,523 participants
BOARD OF TRUSTEES OF THE ILWU (HAWAII) EMPLOYERS GENERAL PENSION TRUST
ILWU (HAWAII) EMPLOYERS GENERAL PENSION PLAN
$90.7M · 1,972 participants
ILWU LOCAL 142 HEALTH AND WELFARE TRUST
ILWU LOCAL 142 HEALTH AND WELFARE PLAN
$71.9M · 3,579 participants
BOARD OF TRUSTEES OF HAWAII INSULATORS SUPPLEMENTAL PENSION TRUST
HAWAII INSULATORS SUPPLEMENTAL PENSION PLAN
$28.9M · 100 participants
Similar-size Construction plans
ATLANTIC REMEDIAL TECHNOLOGIES L
ATLANTIC REMEDIAL TECHNOLOGIES LLC 401(K) PLAN
$505K · 7 participants
R. CARTER & ASSOCIATES, INC.
R. CARTER & ASSOCIATES, INC. PROFIT SHARING PLAN
$505K · 15 participants
CALI U.S.A. ACOUSTICS, INC.
CALI U.S.A. ACOUSTICS, INC. PROFIT SHARING PLAN
$505K · 4 participants
ASPHALT MAINTENANCE SERVICE
ASPHALT MAINTENANCE SERVICE 401(K) PLAN
$505K · 25 participants
ABCREATIVE, INC.
ABCREATIVE PROFIT SHARING PLAN
$506K · 23 participants
A-1 ADVANTAGE ASPHALT, LLC
A-1 ADVANTAGE ASPHALT, LLC 401(K) PLAN
$505K · 88 participants
Large plans in Hawaii
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES
$1.9B · 2,139 participants
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
$1.5B · 7,654 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN AND AMERICAN SAVINGS BANK 401(K) PLAN MASTER TRUST
$967.1M
BANK OF HAWAII
BANK OF HAWAII RETIREMENT SAVINGS PLAN
$819.9M · 1,861 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN
$780.7M · 2,688 participants